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INVST’s Antero Midstream AM Stock Holding History

INVST’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
35,332
-322
-0.9% -$6.99K 0.08% 197
2026
Q1 		$813K Buy
+35,654
New +$736K 0.09% 186
2025
Q1 		– Sell
-56,082
Closed -$846K – 276
2024
Q4 		$846K Buy
56,082
+545
+1% +$8.3K 0.1% 128
2024
Q3 		$836K Sell
55,537
-2,387
-4% -$34.8K 0.1% 126
2024
Q2 		$849K Sell
57,924
-4,731
-8% -$67.9K 0.09% 116
2024
Q1 		$887K Sell
62,655
-10,903
-15% -$139K 0.11% 104
2023
Q4 		$880K Sell
73,558
-601
-0.8% -$7.58K 0.11% 110
2023
Q3 		$888K Sell
74,159
-7,358
-9% -$87.1K 0.13% 102
2023
Q2 		$946K Sell
81,517
-5,415
-6% -$57.6K 0.14% 86
2023
Q1 		$899K Buy
86,932
+3,941
+5% +$41.9K 0.14% 82
2022
Q4 		$905K Sell
82,991
-2,813
-3% -$29.8K 0.14% 85
2022
Q3 		$827K Buy
85,804
+6,392
+8% +$63K 0.14% 83
2022
Q2 		$800K Buy
79,412
+26,598
+50% +$277K 0.12% 93
2022
Q1 		$522K Sell
52,814
-383
-0.7% -$3.89K 0.09% 109
2021
Q4 		$497K Buy
+53,197
New +$552K 0.08% 112

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

INVST's AM Position: Q2 2026 in Review

INVST reduced its Antero Midstream (AM) stake by 0.9% in Q2 2026, selling an estimated $6.99K and leaving 35,332 shares worth $804K. The position accounts for 0.08% of the portfolio, ranked #197.

INVST first reported a position in AM in Q4 2021 and has held it in 15 quarters since. The position peaked at $946K in Q2 2023. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • INVST held 35,332 shares of Antero Midstream worth $804K as of Q2 2026.
  • INVST sold 322 Antero Midstream shares in Q2 2026, an estimated $6.99K.
  • Antero Midstream made up 0.08% of INVST's portfolio in Q2 2026, its #197 holding.
  • INVST first reported a position in Antero Midstream in Q4 2021 and has held it in 15 quarters since.
  • INVST's Antero Midstream position peaked at $946K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.